Clickbooth – CloudMasonry

Client: Clickbooth

ABOUT CLIENT
Clickbooth is the #1 leading CPA Network worldwide. Clickbooth connects Advertisers with a product or service with Affiliates who are experts in all forms of digital marketing and capable of driving high-quality traffic on a Cost-Per-Action (CPA) basis.

NEED
As a company experiencing rapid growth, Clickbooth found itself with customer data and selling activities managed in multiple systems. After choosing Salesforce as their CRM of choice, CloudMasonry was chosen to consolidate all legacy systems and customer data into a single Salesforce environment.

APPROACH
CloudMasonry partnered with Clickbooth to quickly define the requirements of the new system and develop a strategy for data migration and cleansing. CloudMasonry then leveraged an iterative method of project execution to deliver the entire project in under three weeks of total elapsed time.

OUTCOME

Three weeks after the project kicked off, Clickbooth had a single instance of Salesforce that provided a full 360-degree view of all customer data. This consolidated instance allowed two separate sales teams with their unique processes to operate seamlessly in one environment, one still in Salesforce Classic, while the other fully embraced Lightning.

Client Success Stories

In collaboration with the Strata team, CloudMasonry undertook a process of identifying and implementing meaningful Salesforce enhancements to better align its design with the current needs of the business.

CloudMasonry designed a solution to centralize both client communications and operational data to ensure more efficient client responses without the need for additional headcount.

Through ongoing partnership and an Salesforce innovation cadence, CloudMasonry has enabled CREXi to respond to the changing needs of its business as it experiences tremendous organizational growth.

CloudMasonry worked collaboratively with Prosci and others to re-architect their existing Salesforce environment to accommodate newly integrated business systems while minimizing the disruption to existing user processes.

Through an ongoing partnership, CloudMasonry has enabled Teys USA to improve its user’s Salesforce experience through the automation of repetitive tasks and the removal of redundant data requests.

CloudMasonry enabled the dental care startup Evenly, to hit the ground running with a purpose-built Salesforce solution. In a few short weeks, CloudMasony was able to design and deliver an integrated solution that met both the needs of today while still accommodating the anticipated need to scale in the future.

CloudMasonry enabled Bernie’s Book Bank to better anticipate their needs and have a greater organizational impact by restructuring their use of Salesforce and providing ongoing support and guidance.

CloudMasonry helped Kensington gain valuable insights into their account-based marketing efforts through the implementation of an advanced marketing analytics tools.

CloudMasonry partnered with Clickbooth to deliver in 3 weeks a consolidated instance of Salesforce providing a true 360-degree view of all customer data.

CloudMasonry partnered with Flexera to develop and integrate a new online community in support of over 80,000 customer and partner community users.

CloudMasonry partnered with Beamery to transform their end-to-end selling process and to provide ongoing innovation services allowing Beamery to respond quickly to changes in technology or business need.